Yesterday
Will EV Stocks Make a Comeback in 2026?
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss ... Show More
22m 7s
Jun 8
Another Semiconductor Stock Is Headed to the S&P 500
The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives ... Show More
28m 3s
Jul 2018
20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
<p><span style="font-weight: 400;"><a href= "https://twitter.com/eladgil">Elad Gil</a> is the Founder @ Color, the startup that shows you your genes can help you make better health decisions. They have raised over $112m in funding from the likes of General Catalyst, CRV, 8VC, Aar ... Show More
47m 53s
Mar 2021
Nasdaq's Dillard: The SPACs, IPO Pipeline Remains Strong
Lauren Dillard, EVP, Head of Investment Intelligence at Nasdaq, on the recent market volatility, and the IPO/SPAC outlook for 2021. Gary Vogel, CEO of Eagle Bulk Shipping, with insights into the global shipping market and what it says about the economic recovery. David Dietze, Ma ... Show More
27m 34s
Jul 2022
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon ... Show More
2h 22m
May 2021
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
48m 27s
Jul 2021
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
32m 19s
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 27m
Jan 2022
EP 336. An Inside Look at Managing Investor Capital
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
55m 11s
Apr 2024
Fed Decision Kick-Off, Amazon and Apple Results, and Busiest Week of Earnings Season 4/29/24
<p>Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week ... Show More
42m 36s
Rising more than 14% the S&P 500 had its 2nd-best start to the year this century! But meme stocks and inflation also became headline stories for investors. Emily Flippen and Jason Moser look back at the 1st half of 2021 and share why Procore’s IPO and opportunities from the pending infrastructure legislation should be getting more attention, and why Forrest ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/bgurley">Bill Gurley</a> is a General Partner @ <a href= "http://www.benchmark.com/">Benchmark Capital</a>, Bill, is widely recognized as one of the greats of our time having worked with the likes of GrubHub, NextDoor, ... Show More
